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The tech companies, chips and platforms moving indexes and reshaping the economy.

Why the smartest AI model may not be the best investment
Tech

Why the smartest AI model may not be the best investment

China's Moonshot AI briefly topped a coding leaderboard, rattling US tech stocks. The real question for investors is whether owning the best

Marcus Devlin ·
ASM International raises 2027 sales target as AI chip demand fuels growth
Tech

ASM International raises 2027 sales target as AI chip demand fuels growth

Dutch chip-equipment maker ASM International raised its 2027 sales target and forecast third-quarter revenue of about €1.1 billion, beating

Eleanor Whitfield ·
Ionic Digital's Nasdaq Debut Stumbles as AI Pivot Faces Investor Skepticism
Tech

Ionic Digital's Nasdaq Debut Stumbles as AI Pivot Faces Investor Skepticism

Ionic Digital's first day on Nasdaq was shaky, with shares opening at $50, below the $53 reference price. The direct listing values the comp

Marcus Devlin ·
RBC lifts F5 price target to $508 after strong quarter and AI-driven demand
Tech

RBC lifts F5 price target to $508 after strong quarter and AI-driven demand

RBC Capital Markets raised its price target on F5 to $508 after the company beat fiscal Q3 expectations and lifted full-year guidance. The b

Marcus Devlin ·
Apple's $5 Trillion Milestone Highlights Mixed Earnings Day
Tech

Apple's $5 Trillion Milestone Highlights Mixed Earnings Day

Apple briefly crossed $5 trillion in market value on Tuesday, a historic milestone. The Dow and S&P 500 rose on heavy earnings, but the Nasd

Eleanor Whitfield ·
Bond market grows wary as Big Tech's AI spending hits record levels
Tech

Bond market grows wary as Big Tech's AI spending hits record levels

Big Tech's massive AI spending is starting to worry bond investors. Credit default swap costs have surged, and Oracle's credit rating was cu

Marcus Devlin ·
GMEX Robotics acquires 30% stake in Alpha Meta AI with revenue-linked earnout
Tech

GMEX Robotics acquires 30% stake in Alpha Meta AI with revenue-linked earnout

GMEX Robotics has agreed to acquire a 30% stake in Alpha Meta AI, a Singapore-based firm behind MediaMeta and MetaGen AI. The deal combines

Eleanor Whitfield ·
Apple launches device leasing in US with Klarna, starting at $17.99 a month
Tech

Apple launches device leasing in US with Klarna, starting at $17.99 a month

Apple has introduced a device leasing program in the US with Klarna, allowing customers to pay monthly for iPhones, Macs, iPads, and Apple W

Eleanor Whitfield ·
Corning's AI fiber optics growth strong but Q3 outlook disappoints Wall Street
Tech

Corning's AI fiber optics growth strong but Q3 outlook disappoints Wall Street

Corning's AI-linked optical fiber business continues to grow, with second-quarter revenue beating forecasts. However, a weaker-than-expected

Marcus Devlin ·
AI chip stocks slip as Big Tech earnings raise questions about spending payoff
Tech

AI chip stocks slip as Big Tech earnings raise questions about spending payoff

AI chip stocks including Nvidia, Micron, and TSMC slipped in premarket trading Tuesday. Investors are questioning whether hundreds of billio

Eleanor Whitfield ·
RedNote's Hong Kong IPO faces scrutiny over VIE structure
Tech

RedNote's Hong Kong IPO faces scrutiny over VIE structure

A former employee's complaint is pushing Hong Kong regulators to scrutinize the variable interest entity (VIE) structure many Chinese tech f

Marcus Devlin ·
Nvidia reportedly behind Hut 8's $50 billion Texas data center lease
Tech

Nvidia reportedly behind Hut 8's $50 billion Texas data center lease

The Financial Times reports Nvidia is the tenant behind Hut 8's $50 billion Texas data center lease. The 15-year deal, built for large-scale

Eleanor Whitfield ·